Rainy days covered.
Life has a habit of being unexpected and at times can scupper even the best-laid plans. Whether insuring against the loss of income due to an illness or injury or setting up shareholder protection to ensure your business’s future, our advisers will help get you covered.
Personal life assurance
We can advise on protection policies at the right level, so you can continue living the quality of life you deserve in the knowledge that the rainy days are covered. As independent advisers, we’re able to research the whole marketplace to recommend the right course of action for you. From life assurance and income protection to long-term care for you or a loved one, we aim to give you peace of mind.
“Janet advised us on life insurance and critical illness cover. She has a wealth of knowledge and we feel safe in her hands knowing our future financial plans are in place. We wouldn’t hesitate to recommend her.”
Julie and Ian, Spalding
Corporate life assurance
Shareholder protection, Keyperson cover, group death in service, group income protection – knowing what cover you need and at what level and for who is confusing. And yet so many businesses do not look to put this cover in place. It is essential for the smooth succession planning of your business, to protect profits should a key individual be unable to work and the recruitment and retention of quality staff. Working alongside a firm of Chartered Certified Accountants places us in a great position to consider the needs of your business and value the level of cover required.
“We have dealt with Caroline for many years looking after our group schemes including our Medical Insurance plan. Caroline has always visited us at renewal date and throughout the policy year building a strong business relationship with us, obtaining the best premiums on our behalf. The service we have received has always been friendly, efficient and prompt.”
George, Finance Director